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Texas Regional Bank · 1 day ago

Branch Sales Manager - Dallas, TX

DFW Metroplex

Full-time

Onsite

Entry, Mid Level

1+ years exp

Texas Regional Bank is seeking a Branch Sales Manager to enhance customer relationships and drive sales of banking products. The role involves direct marketing, providing customer support, and managing both teller and new account services to maximize business opportunities.

FinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Achieve goals established by management through direct sales of banking products

Conduct direct marketing efforts to target relationships identified by management

Identify business opportunities and potential clients in the market

Provide high-quality customer service to ensure a positive banking experience for all customers

Offer hands-on support to customers, converting banking relationships

Resolve customer complaints promptly and professionally

Represent TRB at functions offering business development marketing opportunities

Assist in planning and coordinating bank events

Possess great communication skills during both internal and external interactions

Establish concrete working agreements with bank partners and other lines of business

Available to travel when necessary

Responsible for being well versed in the Bank’s available products and services

Ability to open and close accounts in the Business Process Manger software. Account types may include personal and business checking, savings, IRAs, and Certificates of Deposit

Act as an expert for new account documentation with specifics on business documentation

Ability to discuss new account documentation with customers

Order checks and debit cards

Prepare documentation for new accounts under the Bank’s CIP/BSA policies

Follow up on requests from clients and loan officers in a timely manner

Deposit funds received from customer and obtain receipt for customer

Execute wire transfers

Provide information to current and prospective customers regarding interest rates, account charges, and other pertinent account information

Operate and maintain a cash drawer, process deposits, withdrawals, transfers, loan payments and cash checks

Maintain accurate details of each transaction

Prepare daily general ledger entries

Perform vault functions, as necessary

Assist with daily balancing of coin machine

Assist existing & potential customers with product and service inquiries

Balance teller drawer, daily

Verify accuracy of posted transactions

Promote and cross-sell the Bank’s products and services, at every opportunity

Make concentrated effort to solve customer problems

Promote and maintain positive relations with all contacts, customers, and potential customers

Comply with all department and company policies and procedures

Actively engage in the communities we serve

Participate in the interview and recruitment process of branch personnel as necessary

Participate in community affairs to increase the Bank’s visibility

Work closely with Area Market Manager and Branch Managers with the support of significant community events in their marketing area and sales incentives

Support and promote the Bank’s culture, vision, mission and core values, organizational structure and policies and procedures

Provide a strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects

Comply with federal and state regulations and all established bank policies and procedures

Perform other duties as assigned

Qualification

Bank operations experienceProductService salesCustomer relations skillsOffice programs proficiencyOrganizational skillsInterpersonal skillsCommunication skillsTeam collaboration

Required

High School diploma or GED equivalent

At least 1 year of bank operations experience, with a combination of business development, management of a branch, opening and servicing accounts and ensuring regulatory compliance

Strong organizational, interpersonal and customer relations skills are necessary

Must be proficient in Office programs such as Excel and Word, typing, keyboarding, PC, and 10-key

Ability to handle frequent interruptions and working in a fast-paced environment

Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned

Able to work under high pressure situations and a stressful atmosphere and ability to remain composed

Requires flexible work schedule Monday through Saturday

Must have reliable transportation

Possess excellent communications skills, both written and verbal

Work efficiently in a collaborative team environment

Must be able to be physically present in the Bank to perform job duties